Self-Managed Super Funds

Self-Managed Superannuation Funds (SMSFs) have become an extremely popular way of investing for your future. They offer the benefits of putting you in control of your investment strategies and assets and help to avoid charges and commissions often associated with a third party.

SMSFs require a great deal of planning and research to properly manage your superannuation investments. They entail added responsibility and specialised skills in both financial and legal matters. Brian Norwood Accounting has extensive experience in this area.

Some of the services we offer…

N

Facilitating the process to set up a new fund

N

Preparation of annual financial statements

N

Preparation of annual member statements

N

Preparation of trustee minutes as required

N

Liaising with the auditor of the annual financial statements

N

Arranging for pension payments to be made on a regular basis

N

Facilitating actuarial certification where required

N

Facilitating the process of winding up an existing fund

N

Preparation and lodgement of the income tax and regulatory return

N

Preparation and lodgement of Business Activity Statements or Instalment Activity Statements as required

N

Registration for an ABN, GST, or PAYG with the Australian Tax Office as required

Brian Norwood Accounting is always ready to help with your SMSF in the Shoalhaven. From fund processing and documentation to full compliance with superannuation and tax laws, we have you covered.